EF

Empirical Finance Portfolio holdings

AUM $1.91B
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Sells

1 +$2.53M
2 +$1.64M
3 +$1.09M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$684K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$545K

Sector Composition

1 Consumer Discretionary 13.21%
2 Technology 6.09%
3 Healthcare 4.98%
4 Consumer Staples 4.11%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-155
252
-305
253
-237
254
-150
255
-177
256
-477
257
-123
258
-381
259
-303
260
-237
261
-93
262
-523
263
-81
264
-53
265
-114
266
-400
267
-300
268
-405
269
-801
270
-4,601
271
-154
272
-160
273
-1,116
274
-337
275
-2,461